RBO & CO LLC More: the full row for RBO & CO LLC 9,826 $3.69M 0.59% 0 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 9,818 $3.69M 1.25% -1,324 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 9,612 $3.67M 0.46% -904 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 9,778 $3.67M 1.28% +3,460 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 9,772 $3.67M 1.26% +278 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 9,770 $3.67M 1.46% -401 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 9,761 $3.66M 1.38% +513 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 9,760 $3.66M 0.98% +1,234 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 9,758 $3.66M 1.41% -800 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 9,756 $3.66M 0.85% +333 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 9,747 $3.66M 1.82% +782 13F-HR/A Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 9,726 $3.65M 1.24% -733 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 9,722 $3.65M 0.36% +1,071 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 9,722 $3.65M 3.72% -72 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 9,720 $3.65M 2.5% -89 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 9,710 $3.65M 2.14% +381 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 9,700 $3.64M 2.65% +420 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 9,706 $3.64M 1.81% +21 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 9,699 $3.64M 1.14% +2,109 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 9,693 $3.64M 3.24% +1,571 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 9,653 $3.62M 2.05% -91 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 9,652 $3.62M 3.11% +255 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 9,644 $3.62M 2.51% +72 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 9,627 $3.61M 3.4% +203 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 9,618 $3.61M 0.17% +166 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 9,611 $3.61M 3.29% 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 9,610 $3.61M 2.39% +54 13F-HR Timeline Granite Harbor Advisors, Inc. 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More: the full row for RATIONAL ADVISORS, INC. 9,522 $3.57M 0.36% -991 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 9,490 $3.57M 2.48% -33 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 9,516 $3.57M 2.7% +50 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 9,494 $3.56M 3% -2,271 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 9,492 $3.56M 2.42% -175 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 9,486 $3.56M 3.56% +843 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 9,484 $3.56M 2.72% -70 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 9,479 $3.56M 0.45% -272 13F-HR Timeline Lakehouse Capital Pty Ltd More: the full row for Lakehouse Capital Pty Ltd 9,472 $3.56M 2.36% 0 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 4,025 $3.55M 4.6% -66 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 9,445 $3.55M 0.98% +389 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 9,437 $3.54M 2.33% -897 13F-HR/A Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 9,422 $3.54M 3.01% -675 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 9,273 $3.53M 1.04% +941 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 9,400 $3.53M 1.99% +478 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 9,387 $3.52M 1.43% -400 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 9,383 $3.52M 1.5% +660 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 9,379 $3.52M 1.98% +1,115 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 9,360 $3.51M 2.3% -142 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 9,359 $3.51M 1.17% +1,012 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 9,357 $3.51M 1.06% -344 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 9,355 $3.51M 0.47% +704 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 9,340 $3.51M 0.2% +351 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 9,311 $3.5M 0.97% +907 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 9,301 $3.49M 1.37% -449 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 9,298 $3.49M 1.07% +929 13F-HR Timeline Northstar Financial Companies, Inc. 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More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 9,197 $3.45M 1.35% +891 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 9,194 $3.45M 0.52% +1,406 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 9,192 $3.45M 0.75% +68 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 9,186 $3.45M 3.5% +812 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 9,183 $3.45M 1.23% +217 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 9,164 $3.44M 3.06% +38 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 9,163 $3.44M 1.16% +611 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 9,161 $3.44M 2.16% +27 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 9,159 $3.44M 1.35% +234 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 8,994 $3.44M 1.02% +1,108 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 9,142 $3.44M 2.21% +117 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 9,150 $3.43M 2.14% -600 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 9,141 $3.43M 2.54% -204 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 9,138 $3.43M 0.93% +129 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 9,136 $3.43M 1.18% -160 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 9,135 $3.43M 2.44% -106 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 9,134 $3.43M 1.83% +32 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 9,131 $3.43M 1.06% -786 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 9,128 $3.43M 1.37% -630 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 9,120 $3.42M 0.95% +730 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 9,110 $3.42M 0.47% -861 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 9,109 $3.42M 0.57% -38 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 9,100 $3.42M 1.89% +375 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 9,096 $3.41M 1.5% -450 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 9,089 $3.41M 3.11% +1,640 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 9,085 $3.41M 0.49% +28 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 9,078 $3.41M 0.26% -23 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 9,072 $3.41M 0.06% +78 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 9,045 $3.4M 0.26% +1,927 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 9,041 $3.39M 3.42% -239 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 9,040 $3.39M 2.76% +93 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 9,016 $3.38M 0.83% +7 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 9,016 $3.38M 2.69% -194 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 9,016 $3.38M 3.48% +2,286 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 9,012 $3.38M 2.14% -492 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 9,008 $3.38M 1.82% -493 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 9,004 $3.38M 1.98% -400 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 9,001 $3.38M 1.79% +83 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 8,987 $3.37M 1.88% -6,733 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 8,983 $3.37M 2.92% +297 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 9,018 $3.37M 4.12% -1,200 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 8,973 $3.37M 1.6% -403 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 8,973 $3.37M 1.15% +1,051 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 8,960 $3.36M 2.09% +187 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 8,953 $3.36M 0.84% +470 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 8,938 $3.36M 1.9% +725 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 8,937 $3.35M 0.83% +1,887 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 8,913 $3.35M 3.3% -1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8,911 $3.35M 0.57% +1,412 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 9,347 $3.34M 1.57% +67 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 8,858 $3.33M 3.68% +651 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 8,849 $3.32M 1.87% +424 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 8,844 $3.32M 1.51% -372 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 8,841 $3.32M 1.34% +1,301 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 8,837 $3.32M 2.18% -130 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 8,829 $3.31M 1.08% +229 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 8,824 $3.31M 0.83% -106 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 8,823 $3.31M 0.75% +93 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 8,806 $3.31M 2.56% +1,892 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 7,831 $3.3M 2.45% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 8,773 $3.29M 0.65% +11 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 8,766 $3.29M 1.78% -34 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 8,710 $3.27M 2.94% -181 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 8,706 $3.27M 1.44% -108 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 8,692 $3.26M 0.71% -186 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 8,686 $3.26M 2.59% +4,816 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 8,677 $3.26M 0.61% +275 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 8,670 $3.25M 2.55% -19 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 8,666 $3.25M 1.2% +357 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 8,663 $3.25M 1.77% -31 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 8,659 $3.25M 1.15% +46 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 9,479 $3.25M 2.3% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 7,697 $3.24M 1.07% 0 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 8,626 $3.24M 2.1% +252 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 8,608 $3.23M 2.85% -1,527 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 8,605 $3.23M 1.43% +3,419 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 8,593 $3.23M 0.95% -54 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 8,576 $3.22M 0.94% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 8,574 $3.22M 0.44% -218 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 8,572 $3.22M 1.07% +396 13F-HR/A Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 8,565 $3.21M 1.87% -235 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 8,563 $3.21M 0.42% -6,568 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 8,561 $3.21M 0.4% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 8,553 $3.21M 1.8% +1,540 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 8,538 $3.21M 1.06% -406 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 8,533 $3.2M 3.19% 0 13F-HR/A Timeline M.D. Sass, LLC More: the full row for M.D. Sass, LLC 8,519 $3.2M 0.28% -1,269 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 8,113 $3.2M 1.57% -826 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 8,516 $3.2M 1.28% +47 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 8,496 $3.19M 1.37% -9 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 8,496 $3.19M 1.9% +56 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 8,493 $3.19M 2.05% -607 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 8,488 $3.19M 1.55% +156 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 8,484 $3.18M 0.38% -244 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 8,476 $3.18M 0.93% +142 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 8,471 $3.18M 0.88% +6,160 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 8,471 $3.18M 0.28% -293 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 8,466 $3.18M 2.31% +110 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 8,466 $3.18M 1.58% -269 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 8,385 $3.18M 3.35% -184 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 8,461 $3.18M 2.06% +189 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 8,460 $3.18M 0.91% -183 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 8,459 $3.18M 0.66% -347 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 8,457 $3.17M 0.7% +30 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 8,456 $3.17M 3.5% -202 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 8,448 $3.17M 0.72% +172 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 8,443 $3.17M 0.33% new 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 8,443 $3.17M 1.21% +127 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 8,427 $3.16M 2.69% -113 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 8,425 $3.16M 2.92% +260 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 8,422 $3.16M 0.37% -917 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 8,420 $3.16M 0.82% -120 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 8,399 $3.15M 2.9% -7,963 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 8,380 $3.15M 1.74% -6 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 8,217 $3.14M 2.24% -591 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 8,334 $3.14M 0.86% +285 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 8,372 $3.14M 2.12% -104 13F-HR Timeline Cannon Advisors, Inc. 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